Oxford Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $601K | Hold |
23,449
| – | – | 0.03% | 143 |
|
|
2025
Q4 | $631K | Sell |
23,449
-12,212
| -34% | -$326K | 0.03% | 128 |
|
|
2025
Q3 | $939K | Hold |
35,661
| – | – | 0.05% | 97 |
|
|
2025
Q2 | $872K | Hold |
35,661
| – | – | 0.05% | 92 |
|
|
2025
Q1 | $787K | Hold |
35,661
| – | – | 0.06% | 95 |
|
|
2024
Q4 | $827K | Hold |
35,661
| – | – | 0.05% | 104 |
|
|
2024
Q3 | $807K | Hold |
35,661
| – | – | 0.05% | 96 |
|
|
2024
Q2 | $764K | Hold |
35,661
| – | – | 0.05% | 106 |
|
|
2024
Q1 | $738K | Sell |
35,661
-43,095
| -55% | -$848K | 0.05% | 98 |
|
|
2023
Q4 | $1.48M | Buy |
78,756
+69,852
| +785% | +$1.23M | 0.11% | 64 |
|
|
2023
Q3 | $150K | Sell |
8,904
-27,360
| -75% | -$480K | 0.01% | 221 |
|
|
2023
Q2 | $633K | Sell |
36,264
-7,587
| -17% | -$125K | 0.06% | 115 |
|
|
2023
Q1 | $707K | Sell |
43,851
-903
| -2% | -$14.2K | 0.08% | 85 |
|
|
2022
Q4 | $674K | Buy |
44,754
+336
| +0.8% | +$5.09K | 0.08% | 87 |
|
|
2022
Q3 | $627K | Buy |
44,418
+14,475
| +48% | +$227K | 0.09% | 85 |
|
|
2022
Q2 | $446K | Buy |
29,943
+357
| +1% | +$5.79K | 0.07% | 114 |
|
|
2022
Q1 | $531K | Buy |
29,586
+192
| +0.7% | +$3.4K | 0.07% | 109 |
|
|
2021
Q4 | $558K | Sell |
29,394
-5,022
| -15% | -$92.8K | 0.06% | 113 |
|
|
2021
Q3 | $597K | Buy |
34,416
+240
| +0.7% | +$4.28K | 0.08% | 102 |
|
|
2021
Q2 | $592K | Buy |
34,176
+5,838
| +21% | +$98.5K | 0.08% | 102 |
|
|
2021
Q1 | $454K | Buy |
28,338
+276
| +1% | +$4.32K | 0.06% | 115 |
|
|
2020
Q4 | $425K | Buy |
28,062
+306
| +1% | +$4.38K | 0.06% | 118 |
|
|
2020
Q3 | $373K | Sell |
27,756
-106,572
| -79% | -$1.42M | 0.06% | 117 |
|
|
2020
Q2 | $1.66M | Buy |
134,328
+780
| +0.6% | +$9.09K | 0.28% | 37 |
|
|
2020
Q1 | $1.36M | Buy |
133,548
+966
| +0.7% | +$11.7K | 0.27% | 38 |
|
|
2019
Q4 | $1.7M | Buy |
132,582
+1,644
| +1% | +$20.1K | 0.47% | 28 |
|
|
2019
Q3 | $1.55M | Buy |
130,938
+810
| +0.6% | +$9.55K | 0.49% | 27 |
|
|
2019
Q2 | $1.52M | Buy |
130,128
+234
| +0.2% | +$2.69K | 0.5% | 25 |
|
|
2019
Q1 | $1.46M | Sell |
129,894
-13,110
| -9% | -$142K | 0.52% | 25 |
|
|
2018
Q4 | $1.42M | Buy |
143,004
+1,500
| +1% | +$16.1K | 0.46% | 22 |
|
|
2018
Q3 | $1.64M | Buy |
141,504
+14,544
| +11% | +$165K | 0.76% | 14 |
|
|
2018
Q2 | $1.38M | Buy |
126,960
+276
| +0.2% | +$2.98K | 0.71% | 14 |
|
|
2018
Q1 | $1.33M | Buy |
126,684
+37,038
| +41% | +$403K | 0.76% | 14 |
|
|
2017
Q4 | $953K | Buy |
89,646
+588
| +0.7% | +$6.09K | 0.65% | 15 |
|
|
2017
Q3 | $891K | Buy |
89,058
+582
| +0.7% | +$5.71K | 0.61% | 17 |
|
|
2017
Q2 | $852K | Buy |
88,476
+564
| +0.6% | +$5.38K | 0.65% | 15 |
|
|
2017
Q1 | $824K | Buy |
+87,912
| New | +$813K | 0.72% | 15 |
|
Other funds holding SCHX
HSA
MGIA
SFG
Oxford Financial Group's SCHX Position: Q1 2026 in Review
Oxford Financial Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 23,449 shares worth $601K. The position accounts for 0.03% of the portfolio, ranked #143.
Oxford Financial Group first reported a position in SCHX in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.7M in Q4 2019. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- Oxford Financial Group held 23,449 shares of Schwab US Large- Cap ETF worth $601K as of Q1 2026.
- Oxford Financial Group left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
- Schwab US Large- Cap ETF made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #143 holding.
- Oxford Financial Group first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 37 quarters since.
- Oxford Financial Group's Schwab US Large- Cap ETF position peaked at $1.7M in Q4 2019.
- 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.